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Jan 30, 2013 4:00pm EST
things will get tougher? we know that we're garnishing defense cuts coming. we know that the fourth quarter was weak because everybody was in lockdown moved. do you want to lighten up on stocks, or not? >> may have a few little bumps in the road. frankically i welcome government spending cuts. i think that would be very positive long term. when you look at way from the government and look at what companies are doing, company results. global competitiveness, hard to get discouraged especially when they are cash flow yields. the opposite of the pes are really better than what you would get in the bond market with the 7% earnings yield. you don't have to think long to know that that's the place to real put your money. >> rick santelli, how do you think this plays out? >> i think belt-tightening is good. we can't artificially try to get rid of all of the hiccups. the recessions and the turndowns. i think we need to let the capital get reallocated by the private sector, and i do think the tax increase -- you know, think back to candidate romney. he said if you let these taxes go up you'l
Jan 28, 2013 4:00pm EST
no alternatives. >> house budget committee chairman paul ryan warning big spending cuts will kick in with defense being hardest hit. stick around. but we can still help you see your big picture. with the fidelity guided portfolio summary, you choose which accounts to track and use fidelity's analytics to spot trends, gain insights, and figure out what you want to do next. all in one place. i'm meredith stoddard and i helped create the fidelity guided portfolio summary. it's one more innovative reason serious investors are choosing fidelity. now get 200 free trades when you open an account. olaf gets great rewards for his small business! pizza! [ garth ] olaf's small business earns 2% cash back on every purchase, every day! helium delivery. put it on my spark card! [ pop! ] [ garth ] why settle for less? great businesses deserve great rewards! awesome!!! [ male announcer ] the spark business card from capital one. choose unlimited rewards with 2% cash back or double miles on every purchase, every day! what's in your wallet? and having an investment expert like northern trust by your side makes all
Jan 31, 2013 4:00pm EST
inventories or like defense. >> well, it was government also. >> government, right, defense. if you look at business investment and construction and consumer expenditures it was actually quite positive. now, it's going to be very difficult to trade these markets on one job report. for the last couple of years we've heard every reason why investors should not be in these markets, whether it was the election, the fiscal cliff, et cetera. at the end of the day companies continue to be in reasonably good shape. earnings continue to be okay. stocks remain reasonably priced. stocks are very cheap to bonds, and this is the beginning of a long great rotation out of bonds and into equities. >> not a lot of alternatives by the way. >> not a lot of alternatives. >> you don't think that the markets are going to be as kind to a second straight report indicating weakness in the economy. >> yeah, maria. certainly if the jobs report comes in a little bit lower than consensus expectations on the back of prion's expectation and negative gdp report, a could actually put a fair amount of volatility back in
Feb 1, 2013 4:00pm EST
participation. look at the retail fund flows. managers have had a lot of defense in the portfolios and a lot of cash, and they don't want to miss it and fall behind early in the-year. there's chasing, and we don't want to get carried away with that. >> you like the u.s. still. said we'd hit new highs. do i want to be exposed around the world, talking about the hot sprts, the brics, emerging markets, where do we stand? >> long-term answer, lock up money for five years, go the places they are going to grow, u.s. and the emerging markets. japan a europe is getting a bit of a rally because they are doing things cyclically and japan is trying as well, but not with my clients' money. i want to stick with a cyclical storey. >> sell more than an idea if you want me to put money in europe. things are troubled there, no in. >> totally agree. i want to be underweight. somebody else's money is going there. i think ecb will lower rates some more, and i think the financial stresses will ease, but europe is in a recession. hopefully they come out of that by the end of this year. >> good stuff. bob, always
Search Results 0 to 3 of about 4